Spouse details and refund account
Fill spouse details and the refund bank account in LodgeiT.
The problem it solves
Missing spouse details distort Medicare and private health figures.
How it works
- Record the spouse and bank details in the workpaper.
- FediPilot fills them in LodgeiT.
- Review them.
What your practice gets
- Medicare and private health figures set up correctly.
- Refund account filled.
- Less re-keying.
Questions accountants ask
Why do spouse details matter?
They affect Medicare levy surcharge and private health rebate calculations.
Is the bank account checked?
Review it before lodging.
Does it lodge?
No. FediPilot never lodges. It fills drafts for your review; you press Lodge yourself in LodgeiT.
Related features
Features that work alongside spouse details and refund account.
Export the return as PDF
Export the filled LodgeiT return as a PDF for review.
FediPilot never lodges
Any lodge, submit, sign or declare action in LodgeiT is blocked; the accountant, not the assistant, presses Lodge.
Client check before every LodgeiT write
Before writing, FediPilot reads the form's client identity and refuses to write to a form that belongs to another client.
Live LodgeiT fill progress
A live panel shows what the LodgeiT fill is doing, with a command to follow a running fill.
Check LodgeiT's estimate against the workpaper
Compare LodgeiT's calculated refund or payable with the workpaper's estimate.
Workpaper to tax return label mapping
Workpaper sections are mapped to ATO return label codes so numbers land in the correct labels.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.